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Wayfair: Multichannel Monetization & Competitive Positioning
Oct 27, 2025
Oct 27, 2025
Williams-Sonoma: Omnichannel Execution & Markdown Discipline
Sep 3, 2025
Sep 3, 2025
E.L.F. Beauty: Product Innovation & Distribution
Aug 1, 2025
Partner Interview
e.l.f. BeautyTargetWalmartUlta BeautySephoraConsumer StaplesConsumer DiscretionaryAug 1, 2025
E.L.F. Beauty: China Supply Chains, Margins, and Global Growth
Jul 25, 2025
Partner Interview
e.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'OréalBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryHealth CareJul 25, 2025
Williams-Sonoma: Asian Suppliers Relocation Challenges & Unit Economics
May 30, 2025
May 30, 2025
Wayfair: Internal Technology Challenges
Apr 29, 2025
Apr 29, 2025
Wayfair: Marketing Strategy & Brand Building Challenges
Apr 8, 2025
Apr 8, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesConsumer StaplesMar 31, 2025
Wayfair: Marketing Strategy & Challenges
Mar 16, 2025
Partner Interview
Wayfair•US•Large CapRHWilliams-SonomaAmazonArhaushome24TargetThe Home DepotKlaviyoFeedonomicsOverstockBrand EquityCounter PositioningScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesInformation TechnologyMar 16, 2025
Wayfair: Cost Structure & Culture
Mar 3, 2025
Mar 3, 2025
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Feb 27, 2025
Feb 27, 2025
Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 17, 2025
Dollar General: Labor and Strategic Challenges
Feb 12, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 12, 2025
Dollar General: Supply Chain Challenges
Feb 4, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 4, 2025
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Jan 21, 2025
Partner Interview
Amazon•US•Mega CapTargetWalmartPDD HoldingsThe KrogerFanucNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesInformation TechnologyIndustrialsJan 21, 2025
Wayfair: Market Share & Competitive Intelligence
Dec 23, 2024
Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryConsumer StaplesDec 23, 2024
Wayfair Final Mile Delivery: Operations & Economics
Dec 15, 2024
Dec 15, 2024
Wayfair: Drayage Process & Economics
Dec 3, 2024
Dec 3, 2024
Weekly update
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Nov 29, 2024
Tesla•US•Mega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire Hathaway
Nov 29, 2024
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Nov 25, 2024
Nov 25, 2024
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